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- Tasks: Manage client relationships and develop new business opportunities in a dynamic environment.
- Company: Leading probate genealogy firm with a strong reputation for exceptional service.
- Benefits: Competitive salary, annual bonus, private medical insurance, and a four-day working week.
- Why this job: Make a real impact by building trusted relationships with legal firms.
- Qualifications: Sales or account management experience, strong communication skills, and a proactive approach.
- Other info: Exciting career growth opportunities in a supportive team.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Established in 2001, Estate Research is a leading probate genealogy firm, specialising in locating missing beneficiaries for legal firms and the public sector. Through sustained organic growth, we have become one of the largest providers of our kind in the UK, with offices in Wigan and London. We are proud of our reputation for exceptional service and for creating long‑term client partnerships with law firms. Our success is driven by knowledgeable, motivated people who enjoy building trusted relationships and making a genuine impact.
The Opportunity
Due to continued growth, we are looking for a Client Relationship Manager to join our expanding Private Client team. This is an ideal role for a graduate with a few years’ sales or account management experience who is ready to step into a more strategic, client‑facing position. You will manage a portfolio of legal firm clients, developing long‑term relationships, growing existing accounts and converting warm marketing leads into new business. Acting as the main point of contact, you will ensure clients understand our services and see Estate Research as a trusted extension of their team.
What You’ll Be Doing
- Managing relationships with existing clients
- Identifying opportunities to grow existing accounts by understanding client caseloads and offering tailored solutions
- Identifying new accounts and then working within a set process to contact them to generate new business
- Working proactively with marketing‑generated leads to develop new business and revenue streams
- Ensuring clients fully understand our services, their benefits and how to integrate them into their daily work
- Arranging and attending client meetings across England and Wales, presenting to teams of Private Client solicitors
- Accurately recording client interactions, leads and revenue using internal systems
- Consistently meeting or exceeding KPIs relating to meetings, account growth and new sales
- Reporting into the Head of Private Client, contributing to wider business development strategy
- Collaborating closely within our sales team to contribute to and deliver the company strategies
- Staying informed on industry trends and changes within the UK Private Client legal sector
About You
You’ll be professional, confident and commercially minded, with a genuine interest in relationship‑led sales. You’ll ideally have:
- A professional and confidential communication style, comfortable engaging with decision‑makers
- Strong verbal and written communication skills, with excellent attention to detail
- A proactive approach to business development and account growth
- Proven success in sales or business development, ideally within legal or professional services
- An understanding of estate administration and intestacy under UK law (or a strong willingness to learn)
- A high level of organisation and self‑motivation
- A full UK driving licence and willingness to travel for client meetings
What We Offer
Salary: Competitive salary plus annual bonus. Benefits: Private medical insurance, four‑day working week, wellbeing days and more. Some benefits begin after 6 or 12 months service. Travel Support: Allowances plus full backing for overnight travel.
If you’re looking for your next step in client relationship or account management and sales — one where your work genuinely matters and your career can grow — we’d love to hear from you.
Client Relationship Manager in Wigan employer: Estate Research
Contact Detail:
Estate Research Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager in Wigan
✨Tip Number 1
Network like a pro! Attend industry events, webinars, or local meet-ups to connect with potential employers and other professionals. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Be proactive in reaching out! Don’t wait for job postings; contact companies directly. Express your interest in their work and how you can contribute. It shows initiative and can set you apart from the crowd.
✨Tip Number 3
Prepare for interviews by researching the company and its clients. Understand their needs and think about how you can help them grow. Tailoring your approach will make you stand out as a candidate who truly gets it.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining us. Plus, it gives you a chance to showcase your enthusiasm for the role and the company right from the start.
We think you need these skills to ace Client Relationship Manager in Wigan
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Relationship Manager. Highlight your sales or account management experience and any relevant skills that show you can build long-term client relationships.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about relationship-led sales and how your background makes you a perfect fit for Estate Research. Don’t forget to mention your understanding of the legal sector!
Showcase Your Communication Skills: Since strong verbal and written communication is key for this role, make sure your application reflects that. Keep your language clear and professional, and double-check for any typos or errors before hitting send.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Estate Research
✨Know Your Client
Before the interview, research Estate Research and its services thoroughly. Understand their client base, especially legal firms, and think about how you can contribute to building those long-term relationships they value so much.
✨Showcase Your Sales Skills
Prepare specific examples from your past experiences that demonstrate your success in sales or account management. Be ready to discuss how you've grown accounts or converted leads into business, as this will resonate with their focus on relationship-led sales.
✨Ask Insightful Questions
During the interview, ask questions that show your interest in the role and the company. Inquire about their strategies for client engagement or how they stay ahead of industry trends. This not only shows your enthusiasm but also your proactive approach.
✨Demonstrate Your Communication Skills
Since strong verbal and written communication is key for this role, practice articulating your thoughts clearly and confidently. You might even want to prepare a brief presentation on how you would approach managing client relationships, showcasing your professional style.
